Privacy Policy

Effective Date: 11/06/2025

Thank you for choosing Tamar D. Lee & Associates Consulting, LLC (“TDL Consultants,” “we,” “our,” or “us”).
Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website or use our bookkeeping, consulting, or tax-related services.

1. Information We Collect

We may collect the following types of information:

A. Personal Information You Provide

When you fill out forms, schedule consultations, or contact us, we may collect:

Full name
Business name
Email address
Phone number
Mailing address (if provided)
Financial or bookkeeping-related information voluntarily shared for service purposes

B. Automatically Collected Information

When you visit our website, we may automatically collect:

IP address
Browser type and version
Pages visited and time spent on each page
Device type and operating system
Cookies and similar tracking technologies (see below)

2. How We Use Your Information

We use your information to:

Provide, personalize, and improve our bookkeeping and consulting services
Communicate with you about appointments, invoices, and updates
Respond to inquiries or support requests
Maintain internal records and legal compliance
Send service-related communications (with your consent)

We do not sell or rent your personal information to third parties.

3. Cookies & Tracking Technologies

Our website may use cookies and similar technologies to:

Enhance user experience
Track site analytics (such as visitor numbers and popular pages)
Remember your preferences for future visits

You can choose to disable cookies through your browser settings. However, some website features may not function properly if you do so.

4. How We Protect Your Information

We maintain appropriate administrative, technical, and physical safeguards to protect your data from unauthorized access, loss, misuse, or alteration.
While no online system is 100% secure, we take every reasonable precaution to ensure the confidentiality and integrity of your information.

5. Sharing Your Information

We may share limited information with trusted third-party service providers who help us operate our business (e.g., payment processors, scheduling platforms, or accounting software) — but only as necessary to perform our services.

All partners are required to maintain strict confidentiality and data protection standards.

We may also disclose information when required by law or to protect our legal rights.

6. Data Retention

We retain your information only as long as necessary to:

Fulfill the purpose it was collected for
Comply with legal and accounting obligations
Resolve disputes or enforce agreements

When information is no longer needed, we securely delete or anonymize it.

7. Your Privacy Rights

You have the right to:

Request access to the personal data we hold about you
Request correction or deletion of inaccurate information
Withdraw consent to receive marketing communications
Contact us with privacy-related concerns

To exercise any of these rights, email us at tdleeconsulting@icloud.com.

8. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of these sites. We encourage you to read their privacy policies when visiting.

9. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations.
Revisions will be posted on this page with an updated “Effective Date.”

10. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact:

Tamar D. Lee & Associates Consulting, LLC
📍 Iowa Colony, Texas
📧 tdleeconsulting@icloud.com
🌐 [www.tdleeconsulting.com]

Your trust matters.
At TDL Consultants, we believe financial confidence begins with transparency — and that starts with how we handle your information.